SunPower Closes $37.5M Ambia Solar Acquisition

Core Viewpoint - SunPower Inc. has successfully completed a strategic acquisition of Ambia Solar for $37.5 million, positioning itself as the fifth-largest residential solar company in the U.S. according to Ohm Analytics rankings [1]. Financial Impact - Following the acquisition, SunPower has raised its Q4 2025 revenue estimate to $88 million and anticipates record operating income for Q4 2025, with at least $2 million expected in Q1 2026 [2]. - The acquisition is expected to significantly enhance SunPower's operational capabilities, similar to the impact of the previous Sunder acquisition on sales performance [2][3]. Operational Integration - The integration of Ambia's operations management team is expected to strengthen SunPower's Direct Business Unit, increasing the total salesforce to 2,027 representatives by onboarding Ambia's 203-rep salesforce [2]. - The integration process is already underway, with Ambia at Integration Review Zero (IR0) and a milestone checklist established, while the Sunder acquisition is at IR3 with 206 milestones completed [3]. Leadership and Support - SunPower's CEO expressed gratitude to board members for their support in identifying and facilitating the acquisition of Ambia, highlighting the strategic location of Ambia in Salt Lake's 'Solar Valley' [4].